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T. Rowe Price shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of T. Rowe Price (TROW) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in T. Rowe Price

Tip: Access up to 7 years of quarterly data

All positions including T. Rowe Price held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in T. Rowe Price by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 9.8k 108.92
2024-06-30 $1.3M 11k 115.31
2024-03-31 $974k 8.0k 121.92
2023-12-31 $630k 5.9k 107.69
2023-09-30 $507k 4.8k 104.87
2023-06-30 $451k 4.0k 112.02
2023-03-31 $272k 2.4k 112.90